TSMC holds its capex plan at up to $64 billion as AI demand outruns supply

TSMC is holding its capital expenditure plan at up to $64 billion, signaling that AI demand continues to outrun available supply. The spending commitment underscores the semiconductor sector's central role in AI infrastructure buildout. For crypto traders, the story is indirect, offering no direct catalyst for digital asset prices, though it reinforces the broader AI narrative that has at times lifted AI-adjacent tokens.